High inflation may persist for years Fed’s expectations regarding the speed of inflation reverting to 2% remain ‘dangerously optimistic’Tue Nov 22 2022 - 05:00
Strategists: buy weakness, not strengthMarket bulls have been burned on so many occasions this year that it’s not surprising strategists are a little cautiousTue Nov 22 2022 - 04:45
Stocktake: Fund managers still ‘uber-bearish’, says BofAInvestors are especially wary of technology stocks, with allocations hitting their lowest level since 2006Tue Nov 22 2022 - 04:30
Stocktake: Forecast annual stock return for the next 10 to 15 years leaps to 7.9%US stocks are now priced to deliver long-term annualised returns of 7.9% up from 4.1% a year agoTue Nov 15 2022 - 05:15
Stocktake: Investors hoping for a ‘Santa pause’ rally Debate rages over whether Federal Reserve will or should adopt a more dovish stanceTue Nov 15 2022 - 05:00
Musk is testing investors’ patience Analysts annoyed that endless Twitter controversies are potentially damaging Tesla’s global brandTue Nov 15 2022 - 04:30
Stocktake: Dramatic surge could be more than another a bear-market rallyInvestors will hope history repeats itself in the coming months after a very troubled year for stock marketsTue Nov 15 2022 - 04:00
Stocktake: US midterm elections spark fears about conflict over the debt ceilingWhy it might be better for investors if Republicans were to win both control of houses of Congress instead of just oneTue Nov 08 2022 - 05:15
Just another bear market rally?October’s advance was furious but the rally stopped short of the index’s 200-day moving averageTue Nov 08 2022 - 05:00
Pandemic savings may be cushioning investors Excess savings behind continuing equity fund inflows as households retain healthy financial cushion, say analystsTue Nov 08 2022 - 04:45
Weary investors fear hawkish US Federal ReserveChairman Jerome Powell appears to share view that tough medicine necessary to properly see off inflationTue Nov 08 2022 - 04:30
Will US midterm elections boost stocks?Markets usually like gridlock, as it reduces the odds of big policy changesTue Nov 01 2022 - 05:15
Stocktake: Investors spooked by China’s authoritarian turnXi Jinping has pushed aside premier and central bank boss who favoured market reforms and stacked politburo with loyalistsTue Nov 01 2022 - 05:00
Zuckerbeg spending ‘like a drunken sailor’ on metaverseShares have lost almost three-quarters of their value and are now back at 2016 levels as investor disquiet growsTue Nov 01 2022 - 04:30
Stocktake: A terrible week for the tech giantsAnalysts argue that there is further pain on the way for tech stocks which account for a large share of S&P500Tue Nov 01 2022 - 04:30
Stocktake: Hiring black CEOs can boost share pricesRacial bias means a black CEO candidate must be exceptional to even be considered for the roleTue Oct 25 2022 - 05:20
Stocktake: Fund manager survey ‘screams capitulation’Global growth expectations near all-time lows but the tide is unlikely to turn until the Federal Reserve stops hiking interest ratesTue Oct 25 2022 - 05:00
Stocktake: US stocks aren’t cheap, even after a 25% fallThis year’s brutal bear market has only brought valuations down to levels matching their 2007 peak before the global financial crisisTue Oct 25 2022 - 04:50
Stocktake: UK assets were hit by a ‘moron’ premium after mini-budgetUK stocks have become increasingly cheap relative to their US counterparts, but are they now a bargain or have they further to fall?Tue Oct 25 2022 - 04:30
Inflation likely to hurt profit marginsCompany managers are used to rising revenues being associated with rising margins but inflationary periods are differentTue Oct 18 2022 - 05:30
No bottom in sight for Cathie Wood’s ‘spec-tech’ investmentsStocktake: Analysts foresee more pain for Ark fund as Wood berates the Federal Reserve for continuing to raise interest ratesTue Oct 18 2022 - 05:15
Still no sign of stock market capitulationBank of America reports strong inflows into stock investmentTue Oct 18 2022 - 05:00
European stocks are cheap, but risks remainPrice/earnings ratios will look less attractive when earnings inevitably fallTue Oct 18 2022 - 04:28
Elon Musk’s buyer’s remorse over Twitter On current valuations, deal looks like ‘one of the most overpriced acquisitions in the history of tech’Tue Oct 11 2022 - 05:30
Stockwatch: Brighter times ahead for long-term investors? ‘Investors with longer horizons should view downturns “as an opportunity, not a cataclysmic event’Tue Oct 11 2022 - 05:00
Stockwatch: Investor sentiment at lowest point since March 2009Stocks and bonds have both fallen in three consecutive quarters for the first time in 46 years, but investors still aren’t selling offTue Oct 11 2022 - 04:30
‘Not so fast’: Stocks not out of the woods Little evidence to suggest hopes of a dovish pivot by the Federal Reserve might be realisedTue Oct 11 2022 - 04:00
Stockwatch: Counterintuitive tale of an investor with terrible timingResults show that time in the market really is more important than timing the marketTue Sept 20 2022 - 05:30
Stockwatch: Few investors think stocks have bottomedMost thinks lows won’t be reached until next year, but there’s potential for a large bounce if the US avoids a recessionTue Sept 20 2022 - 05:00
Fund managers are ‘super bearish’Euro zone stocks are a no-go area, with allocations hitting their lowest reading on recordTue Sept 20 2022 - 04:45
Cloudy earnings outlook divides analystsFigures in looming third-quarter earnings season should shed light on whether a profits recession can be avertedTue Sept 20 2022 - 04:30
Markets may retest their 2022 lowsFederal Reserve’s hawkish stance makes a retest more likelyTue Sept 13 2022 - 16:23
Stockwatch: Investors are wary of TrussSterling has sunk to its lowest level against the dollar since 1985 and multiple analysts have issued cautionary notes about the new PMTue Sept 13 2022 - 05:30
Stockwatch: Can the US avoid recession? Goldman Sachs puts odds of recession at one in three but others argue it is all but inevitableTue Sept 13 2022 - 05:00
Stockwatch: Bearish voices grow louderRebound from June’s lows was likely a bear market rally, so there could be plenty more turbulence aheadTue Sept 13 2022 - 04:00
Stocktake: Global stocks are cheaper, but not cheapHigh inflation, rising rates and major geopolitical strains don’t bode well for market valuationsTue Sept 06 2022 - 05:25
Stocktake: Investors fear further losses in SeptemberIseq in line with its peers as the average national stock market in Europe is now 24% below its 52-week highTue Sept 06 2022 - 05:10
Stocktake: Ordinary investors are very bearishStocks may be higher in 12 months’ time, but the near-term outlook remains murkyTue Sept 06 2022 - 04:50
Stocktake: Fed cheers quietly as the stock market fallsCentral bank chiefs want investors to realise it is serious about reining in inflation.Tue Sept 06 2022 - 04:31
Stocktake: Extended markets pull back in price For all the agonising over interest rates, this may have been a routine case of downside mean reversionTue Aug 30 2022 - 05:45
Stocktake: Are emerging markets a better bet right now than US stocks? US stocks have quadrupled in value over the past 12 years, which makes sluggish emerging markets stocks look like a bargainTue Aug 30 2022 - 05:30
Stocktake: Have market valuations fallen enough? Analysts are divided but one sees scope for a surge in growth thanks to trend-following momentum strategiesTue Aug 30 2022 - 05:15
Stocktake: Is buying stocks on a dip a profitable strategy? Most ordinary investors unintentionally practise a buy-the-dip strategyTue Aug 30 2022 - 05:00
Stocktake: Meme stock madness returns Speculative madness will end sooner rather than later with most retail traders inevitably nursing painful lossesTue Aug 23 2022 - 05:00
Stocktake: Markets shrug off macro concernsMarket technicals are more important than economic fundamentals at market lows, analyst arguesTue Aug 23 2022 - 04:50
Stocktake: Bearish fund managers don’t trust market rallyRally over the last two months may have further room to runTue Aug 23 2022 - 04:00
FT to Jim Cramer: Sorry not sorryFinancial TV anchor takes exception to comments over his call on inflationTue Aug 16 2022 - 05:00
Market rally continues to impressOver 80 per cent of S&P 500 stocks traded above their 50-day moving average last week and Vix is below historical averageTue Aug 16 2022 - 04:45
Did stocks bottom in mid-June?Only once have stocks slumped past earlier low again after recovering over half their lossesTue Aug 16 2022 - 04:35
Stocktake: Earnings season brings some relief to nervous investors Shares climb even for companies that miss expectations indicating that a lot of bad news had already been priced inTue Aug 16 2022 - 04:00
